WAM Active (ASX:WAA) Total Assets : A$66.99 Mil (As of Dec. 2023)

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What is WAM Active Total Assets?

WAM Active's Total Assets for the quarter that ended in Dec. 2023 was A$66.99 Mil.

During the past 12 months, WAM Active's average Total Assets Growth Rate was 4.10% per year. During the past 3 years, the average Total Assets Growth Rate was 13.90% per year. During the past 5 years, the average Total Assets Growth Rate was 13.20% per year. During the past 10 years, the average Total Assets Growth Rate was 13.80% per year.

During the past 13 years, WAM Active's highest 3-Year average Total Assets Growth Rate was 41.20%. The lowest was -9.80%. And the median was 14.10%.

Total Assets is connected with ROA %. WAM Active's annualized ROA % for the quarter that ended in Dec. 2023 was 12.24%. Total Assets is also linked to Revenue through Asset Turnover. WAM Active's Asset Turnover for the quarter that ended in Dec. 2023 was 0.08.

WAM Active Total Assets Historical Data

The historical data trend for WAM Active's Total Assets can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

WAM Active Total Assets Chart

WAM Active Annual Data

Trend

Jun14

Jun15

Jun16

Jun17

Jun18

Jun19

Jun20

Jun21

Jun22

Jun23

Total Assets

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50.95

47.87

82.75

63.87

64.94

WAM Active Semi-Annual Data
	Jun14	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23
Total Assets	Get a 7-Day Free Trial															76.19	63.87	62.53	64.94	66.99

WAM Active Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

WAM Active's Total Assets for the fiscal year that ended in Jun. 2023 is calculated as

Total Assets	=	Total Equity (A: Jun. 2023 )	+	Total Liabilities (A: Jun. 2023 )
	=	63.171	+	1.768
	=	64.94

WAM Active's Total Assets for the quarter that ended in Dec. 2023 is calculated as

Total Assets	=	Total Equity (Q: Dec. 2023 )	+	Total Liabilities (Q: Dec. 2023 )
	=	65.293	+	1.696
	=	66.99

WAM Active (ASX:WAA) Total Assets Explanation

Total Assets is connected with ROA %.

WAM Active's annualized ROA % for the quarter that ended in Dec. 2023 is

ROA %	=	Net Income (Q: Dec. 2023 )	/	( (Total Assets (Q: Jun. 2023 )	+	Total Assets (Q: Dec. 2023 ))	/ count )
	=	8.074	/	( (64.939	+	66.989)	/ 2 )
	=	8.074	/	65.964
	=	12.24 %

Note: The Net Income data used here is two times the semi-annual (Dec. 2023) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

WAM Active's Asset Turnover for the quarter that ended in Dec. 2023 is

	Asset Turnover
=	Revenue (Q: Dec. 2023 )	/	( (Total Assets (Q: Jun. 2023 )	+	Total Assets (Q: Dec. 2023 ))	/ count )
=	5.52	/	( (64.939	+	66.989)	/ 2 )
=	5.52	/	65.964
=	0.08

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

WAM Active Total Assets Related Terms

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WAM Active (ASX:WAA) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » WAM Active Ltd (ASX:WAA) » Definitions » Total Assets

Comparable Companies

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N/A

Address

Governor Phillip Tower, Level 26, 1 Farrer Place, Sydney, NSW, AUS, 2000

Website

https://www.wilsonassetmanagement.com.au

WAM Active Ltd is an asset management company. Its principal activity is making investments in listed companies. Its investment objectives are to deliver investors a regular income stream in the form of fully franked dividends; provide investors with a positive return, after fees, along with low volatility over most periods; and preserve capital in both the short term and long term.

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